Scorecarding 12-37
See Working with Comments in the Analytics Pane, Performance Pane, Details
Tab, Perspective Tab, or Breakdown Tab .
■
Details tab of a view. See
Working with Comments in the Analytics Pane, Performance Pane, Details Tab, Perspective Tab, or Breakdown Tab
.
■
Diagram tab of a view. See
Working with Comments in the Diagram Tab of a View .
■
KPI Watchlist editor: Performance tab .
See Working with Comments in the Analytics Pane, Performance Pane, Details
Tab, Perspective Tab, or Breakdown Tab
■
Scorecard editor: Perspective tab .
See Working with Comments in the Analytics Pane, Performance Pane, Details
Tab, Perspective Tab, or Breakdown Tab .
■
Scorecard editor: Breakdown tab .
See Working with Comments in the Analytics Pane, Performance Pane, Details
Tab, Perspective Tab, or Breakdown Tab .
As you work with comments, remember that a comment is associated with a specific point of view. For more information on the point of view, see
About the Point of View Area
. For more information about comments, see
About Comments .
Working with Comments in the Collaboration pane
You can work with comments in the Collaboration pane
of the Scorecard editor:
Initiative Details tab ,
Scorecard editor: Objective Details tab , and
Scorecard editor: KPI Details tab
, where you can view, add, or reply to comments for that particular initiative, objective, or KPI.
To work with comments in the Collaboration pane: 1.
Open or edit the scorecard. See Opening or Editing Scorecards
.
2. Open the initiative, objective, or KPI and navigate to the Collaboration pane. For
how to open an object, see Opening Scorecard Objects
.
3. Ensure that the values that are displayed in the point of view area reflect the
desired context for the comment. For example, you might want to comment on a KPI status for the Eastern region.
4. Do one of the following:
■
To add a new comment, click the New Comment button. The New Comment
dialog is displayed.
Comments added by clicking the New Comment button are associated with the status that is, the Status column of the objective, initiative, or KPI.
Note: Before you can add comments to an initiative or objective, the
initiative or objective must have at least one KPI assigned to it.
12-38 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
For KPIs only, you can also associate a comment with other columns such as Trend, Target, or Variance. To do so, edit the parent object, right-click on the
relevant cell in the Initiatives KPIs table, Objectives KPIs table,
Objectives, Initiatives KPIs table, New KPI Watchlist table, and Breakdown table
and select Add Comment.
■
To reply to a comment, locate the comment to which you want to reply and click the Reply link. The
Reply dialog is displayed.
5.
Enter the subject of your comment for a new comment only and the text of your comment.
6. Click OK.
Working with Comments in the Analytics Pane, Performance Pane, Details Tab, Perspective Tab, or Breakdown Tab
You can work with comments in the:
■
Analytics pane of the
Scorecard editor: Initiative Details tab and the
Scorecard editor: Objective Details tab
, where you can view, add, and reply to comment for the initiatives or objectives, and KPIs that support and measure the performance
of a particular initiative or objective.
■
KPI Watchlist editor: Performance tab , where you can view, add, and reply to
comment for the KPIs in the watchlist.
■
In the Details tab of a view in a scorecard, where you can view, add, and reply to comments for objectives and KPIs that are displayed in the view.
■
Scorecard editor: Perspective tab , where you can view, add, and reply to
comments for initiatives, objectives and KPIs associated with a perspective.
■
In the Scorecard editor: Breakdown tab
, where you can view, add, and reply to comments for initiatives, objectives and KPIs listed in the Breakdown table.
To work with comments in the Analytics pane, Performance pane, the Details tab, Perspective tab or Breakdown tab:
1.
Open or edit the scorecard. See Opening or Editing Scorecards
.
2.
Open the object in which you want to work with comments and navigate to the appropriate pane or tab. For how to open an object, see
Opening Scorecard Objects
.
3.
Ensure that the values that are displayed in the point of view area reflect the desired context for the comment. For example, you might want to comment on a
KPI status for the Eastern region.
4.
To add a new comment:
a.
In the Initiative and KPIs table, Objectives KPIs table, Objectives, Initiatives KPIs table, or New KPI Watchlist depending on the pane or tab in which
you are working, right-click the Status cell to which you want to add the comment and select Add Comment. The
Add Comment dialog is displayed.
b. Complete the Add Comment dialog and click OK.
Note: You can also work with comments in this same way when a
view is rendered as a watchlist in a dashboard.
Scorecarding 12-39
5.
To work with the comments that were previously added to an object, hover the mouse pointer over the Blue triangle in the upper-right corner of the cell in the
Status column or, for a KPI, one of its columns.
The Status window
is displayed. From this window, you can:
■
Read the comments that were previously added.
■
Display the New Comment dialog
to add a new comment by clicking New Comment
.
■
Display the Reply dialog
to reply to a comment by clicking the Reply link.
■
Pin the window so that it stays open by clicking the Pin button.
Working with Comments in the Diagram Tab of a View
You can work with comments in the Diagram tab of a view, where you can view, add, and reply to comments for objectives and KPIs that are displayed in the view. For
example, you can work with comments in the Strategy Tree tab: Diagram tab
.
To work with comments in the Diagram tab of a view: 1.
Open or edit the scorecard. See Opening or Editing Scorecards
.
2. Open the view in which you want to work with comments and navigate to the
Diagram tab. For how to open an object, see Opening Scorecard Objects
.
3. Ensure that the values that are displayed in the point of view area reflect the
desired context for the comment. For example, you might want to comment on a KPI status for the Eastern region.
4. To add a new comment:
a. Click the Options button on the right side of the node to which you want to
add the comment and select Add Comment from the
Node Options Menu .
The New Comment dialog
is displayed.
b. Complete the Add Comment dialog and click OK.
5. To work with the comments that were previously added to an object, hover the
mouse pointer over the Comment button in the upper-right corner of the node.
The Status window
is displayed with all the comments that are attached to the initiative, objective, or KPI. From this window, you can:
■
Read the comments that were previously added.
■
Display the New Comment dialog
to add a new comment by clicking New Comment
.
■
Display the Reply dialog
to reply to a comment by clicking the Reply link.
■
Pin the window so that it stays open by clicking the Pin button.
Troubleshooting
In solving problems that you might encounter while using Oracle Scorecard and Strategy Management, you might find the following information helpful:
Note: You can also work with comments in this same way when a
view is rendered as a diagram in a dashboard.
12-40 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
■
For information on logging, see Diagnosing and Resolving Issues in Oracle Business Intelligence in Oracle Fusion Middleware System Administrators Guide for
Oracle Business Intelligence Enterprise Edition.
■
If the features to add comments and to override statuses are not enabled, see Configuring the Repository for Oracle Scorecard and Strategy Management in
Oracle Fusion Middleware Metadata Repository Builders Guide for Oracle Business Intelligence Enterprise Edition.
■
For problems with the ability to create or access scorecard objects, see the information on privileges and permissions in
Chapter 13, Managing Objects in the Oracle BI Presentation Catalog
and Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition.
13
Managing Objects in the Oracle BI Presentation Catalog 13-1
13
Managing Objects in the Oracle BI Presentation Catalog
This chapter provides information about using the Oracle BI Presentation Catalog to store and managing business intelligence objects. It contains the following topics:
■
What is the Oracle BI Presentation Catalog?
■
Who Uses the Catalog?
■
Saving Business Intelligence Objects
■
How Can I Search for Objects?
■
Searching with the Basic Search
■
What Results are Returned from a Full-Text Catalog Search?
■
Making the Full-Text Catalog Search Available to End Users
■
Searching Using Full-Text Catalog Search
■
Object-Specific Tasks
■
Exporting Reports, KPIs, and Analysis Prompts Data
■
Accessing Properties
■
Levels of Oracle BI EE Security
■
What Are Permissions?
■
How Are an Object’s Permission Assigned?
■
Access Control Lists and Permissions
■
Permission Definitions
■
Permissions Available by Object Type
■
Recommendations for Setting Permissions
■
Assigning Permissions
■
Who Owns an Object?
■
Assigning Ownership of Objects
■
Taking Ownership of Objects
■
What is Archiving?
■
Archiving Objects
13-2 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition
What is the Oracle BI Presentation Catalog?
The Oracle BI Presentation Catalog the catalog stores business intelligence objects and provides an interface where users create, access, and manage objects, and perform
specific object-based tasks for example, export, print, and edit. The catalog is organized into folders that are either shared or personal.
If Oracle BI EE is integrated with other Oracle applications, then the objects that are created within those applications are also stored within the catalog. For example, if
Oracle BI Publisher is integrated with Oracle BI EE, data models, reports, and style templates and sub-templates are also stored in and accessible from the catalog.
Many of the operations that you can perform in the Oracle BI Presentation Catalog can also be performed in the Catalog Manager, which resides outside of Oracle BI
Presentation Services. For more information, see Working with Objects in Catalog Manager in Oracle Fusion Middleware System Administrators Guide for Oracle Business
Intelligence Enterprise Edition.
Who Uses the Catalog?
Within Oracle BI EE, there are three primary users: content consumers, content designers, and catalog administrators. Each user performs different tasks within the
catalog, and, therefore, each user sees a different version of the catalog interface. Functionality that is available for one user might not be available for another.
Furthermore, the catalog functionality and objects that are available to a user depend upon the privileges that are specified by the Presentation Services Administrator and
the object’s individual permissions, which are usually set by the content designer.
Content consumers can use the Catalog page to view the business intelligence objects that are necessary to perform their day-to-day tasks. For example, a sales manager
must access an analysis that monitors the weekly sales of a specific brand of beverage in the Central and Eastern regions. The permissions that are set by the content
designer and catalog administrator determine what tasks the content consumers can perform both on an individual piece of content and within the catalog. For example,
content consumers at Company A can search for, view, and interact with only those objects that have been assigned to them, but content consumers at Company B can
search for and interact with content as well as create content and store it to their personal folders.
Content designers are the individuals who create the content for the content consumers. Content designers need broader access to the catalog to efficiently create,
edit, test, and troubleshoot objects. Their access to the catalog’s functionality is more comprehensive than that of the content consumers. However, like the content
consumer, the content designer’s permissions are set by the administrator. For example, a content designer must store content in and retrieve content from the public
folders for the Sales functional area, but not the Operations functional area. Or a content designer must be assigned to several groups so that the content designer can
sign in to Presentation Services as different users to test the new or revised content.
Administrators need the most comprehensive access to the catalog; however, their access is still determined by the privileges that are assigned to their role by the
Presentation Services administrator. In general, the catalog tasks that the administrator performs include setting permissions on catalog objects and folders, archiving the
catalog, creating and managing directory structures, and managing system and user data.
Managing Objects in the Oracle BI Presentation Catalog 13-3
Saving Business Intelligence Objects
You can save objects that you create in folders in the catalog. For complete information on naming conventions, see Guidelines for Object Names in Oracle Fusion Middleware
System Administrators Guide for Oracle Business Intelligence Enterprise Edition.
Use the following procedure to save objects to the catalog:
To save an object to the catalog: 1.
Create or edit a business intelligence object and click Save or Save As from the editor’s toolbar. The Save As dialog is displayed.
2.
Select the catalog location to which you want to save the object. Note the following items:
■
You can create sub-folders for storage within your My Folders folder or within the system folder for which you have the permissions to modify.
■
Oracle BI EE enables you to save any type of business intelligence object to any location within the catalog. However, for some object types, Oracle BI EE’s
Save As dialog suggests the best catalog location. For example, if you are creating a named filter, then it should be saved to a subject area folder My
FoldersSubject Area ContentsPaint so that it is available when you create an analysis using the same subject area and to which you want to add the
saved filter.
■
You can save the following objects to any location within the catalog: actions, agents, analyses, BI Publisher objects, briefing books, conditions, KPIs, and
prompts.
■
Oracle recommends that you save the following objects to the subject area folder: calculated items, custom groups, and filters. If a subject area folder
does not exist in your My Folders folder or within the Shared Folders folder, then Oracle BI EE creates a subject area folder and the Save As dialog
defaults a save path to My FoldersSubject Area Contentssubject area. Saving these objects to the subject area folders ensures that they are available
when you build an analysis for the same subject area.
■
Dashboards can be saved to any catalog location. However, if you want the dashboard to display in the global header’s Dashboards menu, then you must
save the dashboard to a first level dashboard folder. For example, save the dashboard to the following location to include the dashboard in the Dashboard
menu: Shared FoldersSales ProjectionsDashboards. Save the dashboard to the following location to exclude the dashboard from the Dashboard menu:
Shared FoldersSales ProjectionsDashboardsDesign Time. For more information about saving dashboards, see
Saving Dashboards By Other Names and In Other Locations
.
3. Click OK.
